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Legacy Capital Wealth Partners’s HDFC Bank HDB Stock Holding History

Legacy Capital Wealth Partners’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,510
Closed -$253K – 44
2021
Q1 		$253K Buy
6,510
+76
+1% +$2.98K 0.1% 71
2020
Q4 		$232K Buy
+6,434
New +$205K 0.1% 72

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Legacy Capital Wealth Partners's HDB Position: Q2 2021 in Review

Legacy Capital Wealth Partners sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 6,510 shares — an estimated $253K sold.

Legacy Capital Wealth Partners first reported a position in HDB in Q4 2020 and held it in 2 quarters. The position peaked at $253K in Q1 2021. 522 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

  • Legacy Capital Wealth Partners reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 6,510 HDFC Bank shares in Q2 2021, an estimated $253K.
  • Legacy Capital Wealth Partners first reported a position in HDFC Bank in Q4 2020 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's HDFC Bank position peaked at $253K in Q1 2021.
  • 522 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.